? Over $300,000 cash flow
? High Fees: Average personal returns - $1,200, business returns - $5,500 & Estate/trust average - $2,401
? Loyal, Long-Term Client Base: Trusted advisor for multiple generations
? Clear Growth Potential: Immediate opportunities to expand into business services, bookkeeping, and payroll for increased revenue
? Excellent reputation and dedicated employee.
? Owner has established referral relationships with attorneys for Estate and Trust services

This is a great opportunity to acquire a boutique CPA firm that specializes in individual, corporate, estate and trust preparation. This firm is 64% personal tax, 14% business tax, and 22% estate and trust tax. The firm has built a reputation as a trusted family financial advisor and has an established, long-standing referral from attorneys. With an average of 50%+ cash flow margin, $738K in projected 2025 revenue, and consistent year-over-year growth, this practice offers profitability and stability. What truly sets this firm apart is its trusted, relationship-driven approach to financial care. Clients receive proactive, deeply personalized service from the owner and senior CPA. The firm is mostly remote (with about 10% of clients visiting the home office while the firm exchanges documentation with about 22% of clients via USPS. It has strong systems which include a custom CRM and top-tier staff, which positions it for seamless transition with future scalability. This firm has the potential to leverage outsourcing and expand into business services, which would increase capacity and unlock an even greater value to a strategic buyer. Owner and spouse are open to staying on to support the right buyer.

Ideal Buyer:
The ideal buyer needs to have at least 5 years of experience in fiduciary and estate work and be a trusted financial advisor. A buyer who is a responsive, proactive professional and prioritizes high-quality client engagement and service will excel. A CPA is required, with at least 5 years of experience in fiduciary and estate work preferred. The buyer should bring both strategic vision and hands-on expertise to maintain and build upon the firm’s strong reputation and multi-generational clientele. A buyer will need to replace both the owner and the spouse who both are looking to retire. This firm gets constant referrals from attorneys, and a buyer or firm looking to grow will find ample opportunities in this established firm. This is a home office and remote for over 30 years (less than 10% of clients drop off files). A buyer could be remote. The buyer will enjoy being a mentor, owner operator, and building relationships with clients.

For more information please visit:
https://poegroupadvisors.com/practice/md2007/